Treasurydirect form 5336-2026

1. Click ‘Get Form’ to open the treasurydirect form 5336 in the editor.
2. Begin with Part A, where you will provide the decedent's name, Social Security Number, and jurisdiction of legal residence. Ensure all information is accurate and submit certified copies of death certificates.
3. In Part B, mark the box that represents your eligibility to act as a voluntary representative. Review the Order of Precedence carefully to select the correct option.
4. Proceed to Part C and choose the type of disposition you are requesting: payment, transfer of securities, or distribution. Mark the appropriate box based on your needs.
5. If requesting payment, complete Part D by providing your details and a description of the securities. If transferring securities, fill out Part E instead.
6. For distribution requests, complete Part F by entering details for each distributee and specifying how much they are entitled to receive.
7. Finally, sign in Part G in front of a certifying officer and ensure all required information is included before submitting your form.

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